IA
| |
IFS Advisors, LLC13F | |
| IFS Advisors, LLC | |
| Last update 2025-07-23 | 170 Stocks (6 new) |
| Value $132.00 Mil | Turnover 27 % |
IFS Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 63,019 | 39,129.0 | -29.94% | 29.610 | -12.29% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 213,689 | 21,516.4 | +4.39% | 16.280 | +0.68% | 0.040 | +1.07% | +2.40% | 51,431.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 190,896 | 15,936.0 | +50,268.34% | 12.060 | +12.04% | 0.010 | +11.09% | +22.93% | 146,414.2 | ||
DGRO | iShares Core Dividend Growth ETF | 205,834 | 13,161.1 | -0.32% | 9.960 | -0.03% | 0.040 | +10.87% | +7.96% | 32,734.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 402,260 | 11,750.0 | New Holding | 8.890 | +8.89% | 0.030 | +20.79% | +8.07% | 45,910.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 160,599 | 9,960.4 | +44.30% | 7.540 | +2.31% | 0.010 | +12.58% | +3.00% | 97,797.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 84,393 | 9,223.4 | +48.49% | 6.980 | +2.28% | 0.010 | +12.87% | -1.86% | 81,849.8 | ||
VO | Vanguard Mid-Cap ETF | 13,181 | 3,688.6 | +31.64% | 2.790 | +0.67% | 0.000 | +13.58% | +9.73% | 80,610.0 | ||
SCHA | Schwab U.S. Small-Cap ETF | 50,356 | 1,274.0 | -80.25% | 0.960 | -3.89% | 0.010 | +15.49% | +1.88% | 17,833.0 | ||
IWB | iShares Russell 1000 ETF | 2,141 | 727.0 | -0.83% | 0.550 | 0% | 0.000 | +16.36% | +8.75% | 41,856.7 |
IFS Advisors, LLC's Historical Top Holdings Breakdowns
IFS Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -12.29% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Reduce -29.94% | 63,019 | -26,928 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +12.04% | 67.83 ($79.31) 84.09 | $84.87 | 7.01% | Add 50268.34% | 190,896 | 190,517 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | New Buy New Buy | +8.89% | 22.27 ($26.42) 29.21 | $30.06 | 13.78% | New holding | 402,260 | 402,260 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | Reduce Reduce | -8.84% | 470.37 ($581.07) 663.28 | $687.13 | 18.25% | Reduce -99.52% | 96 | -20,073 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-06-30 | Reduce Reduce | -3.89% | 20.42 ($23.64) 25.3 | $26.20 | 10.83% | Reduce -80.25% | 50,356 | -204,663 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +2.31% | 51.16 ($58.7) 62.02 | $63.80 | 8.69% | Add 44.3% | 160,599 | 49,305 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +2.28% | 90.56 ($103.39) 109.49 | $112.32 | 8.64% | Add 48.49% | 84,393 | 27,559 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +0.68% | 100.35 ($100.53) 100.71 | $100.64 | 0.11% | Add 4.39% | 213,689 | 8,991 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +0.67% | 228.54 ($262.5) 279.83 | $287.44 | 9.50% | Add 31.64% | 13,181 | 3,168 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Reduce Reduce | -0.21% | 99.93 ($107.09) 119.04 | $110.79 | 3.46% | Reduce -91.31% | 211 | -2,216 |
IFS Advisors, LLC Total Holding History ($B)
IFS Advisors, LLC's Asset Allocation
IFS Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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IFS Advisors, LLC's Hypothetical Growth since 2025-06-30
IFS Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IFS Advisors, LLC's Holdings Heat Map
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IFS Advisors, LLC's Holdings Bubble Chart
IFS Advisors, LLC News
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